Click-to-Call for Financial Advisors

Make and manage calls directly from LeadCenter.AI. Automate call tracking, recording, and transcription for improved efficiency and performance insights—all without third-party VoIP tools.
Click-to-Call for Financial Advisors

Direct Calls in CRM

Direct Calls in CRM

Auto Transcriptions

Auto Transcriptions

Real-Time Tracking

Real-Time Tracking

Seamless Calls with Built-In VoIP

Make calls directly from LeadCenter.AI with the integrated VoIP system—no need for third-party providers. Save time and costs by streamlining your communications in one place, and enjoy a fully integrated experience where every call is tracked and logged automatically.

Accurate Follow-Ups with Call Transcriptions

Forget about taking manual notes. With automatic call recording and transcription, every conversation is captured and stored within the contact’s profile, allowing you to follow up with accurate, detailed information effortlessly.

Real-Time Call Analytics for Your Team

Measure your team’s performance with real-time call tracking and detailed analytics. See how many calls have been made, track outcomes, and optimize team efficiency through LeadCenter.AI’s reporting dashboards.
Yes! LeadCenter.AI’s Click-to-Call feature allows you to make calls directly from the CRM, eliminating the need for third-party VoIP systems.

Yes, you can enable or disable call recording and transcription based on your compliance requirements.

LeadCenter.AI automatically logs all calls, and you can access detailed call reports that provide insights into your team’s call activity and outcomes.
Yes, calls are recorded and transcribed by default, but you can disable these features as needed.

Boost Productivity with Click-to-Call

Call contacts directly from LeadCenter.AI. Save time with automatic transcriptions, track your team's performance, and eliminate the need for third-party VoIP systems.
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